How to use this guide
How do I get started?
Your Account
You will need a Salesforce license to access the system. If you don't have an account or have trouble logging in, contact Eana Chung.
Once your account is created, you will receive an email from [email protected] with your user name and temporary password. If you don't receive this email, please check your spam filter.
You can log in to Salesforce from any browser by going to agln.my.salesforce.com.
Your Settings
Learn to manage your settings, change your password, and customize your navigation bar using the instructions here.
Your Profile
Update your profile and add a photo of yourself using the instructions here.
Once you have oriented yourself, go through each of the manuals in the first two sections of the guide: Getting Started and Getting Familiar.
Getting Started
In this section, you will find the following manuals:
- Basics
- Settings
- Profile
- Home
- Objects
- Records
- Related Lists
- List Views
- FAQs
- Chatter
- Cases
Set Up Your Account
Navigating Salesforce
Help & Training
Getting Familiar
In this section, you will find the following manuals:
1. Learn about Standard Objects
- Contacts and Accounts
- Relationships and Affiliations
- Campaigns and Campaign Members
- Programs and Classes
- Engagements and Nominations
- Seminar Readings and Seminar Moderators
- Ventures and Venture Updates
3. Practice
- Add/update your contact record
- Update your profile and add a picture
- Save your first report
- Create your first email template
- Create a new list view
- Post to Chatter/create a new case
Learn about Standard Objects
Learn about Custom Objects
Practice
Try completing the following tasks:
- Add/update your contact record
- Update your profile and add a picture
- Save your first report
- Create your first email template
- Create a new list view
- Post to Chatter/create a new case